Phone Banking: Advanced Client Solutions Specialist

Dr. Mylissa's Medical Boutique; Rio Rancho (NM); On-site; USD 30,000 - 42,000; Full time

Job summary

Bank of America is hiring a full-time client service specialist in the United States. You will connect clients with banking solutions, balance service requests with sales opportunities, and provide guidance on products and services to meet financial goals.

Responsibilities include building relationships, responding to inquiries, and referring clients to partners as needed. A high school diploma and Spanish proficiency are required. Training runs Monday to Friday, 9:00am–5:30pm.

Qualifications

• Bilingual Spanish required.
• Strong communication and active listening to understand client needs.

Responsibilities

• Connect clients with bank solutions to reach financial goals.
• Balance service requests with sales opportunities for customers.
• Provide product information and guidance while building rapport.
• Refer clients to Line of Business partners as needed.
• Explain rates, terms, and programs for banking products.
• Mitigate risk in transactions using available tools.

Skills

Bilingual Spanish

Communication skills

Questioning & active listening

Problem solving

Client relationship building

Education

High School Diploma / GED

Job description

Bank of America is hiring a full-time client service specialist in the United States. You will connect clients with banking solutions, balance service requests with sales opportunities, and provide guidance on products and services to meet financial goals.

Responsibilities include building relationships, responding to inquiries, and referring clients to partners as needed. A high school diploma and Spanish proficiency are required. Training runs Monday to Friday, 9:00am–5:30pm.